Affluent Relationship Manager - Bank

Relationship Manager , Handling Affluent customers

Wealth Banking Knowledge ( Mutual Funds , Insurance , SIP's, AIF, family wealth mgmt, Private banking RMs)

AUM Size 100 crores & Above

Very good Interpersonal skills ( Communication, Negotiation and convincing skills , Outspoken and good at explaining banking products)

Good at financial planning Advisory

Experience should be more than 6 years

- Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.

- Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

- Manage the portfolio to de-risk against attrition and achieve stability of book.

- Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

- Serve as the one-point contact to the High Net Worth customers of the Bank

SALES

- Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment

- Achieve the Targets set in terms of product mix

- Induction of all new customers brought in by the Branches & Direct Sales team.

- Achieve - best in class- productivity in order to maximize the efficacy of the sales process.

- Achieve the budgeted cross sell targets.

- Aggressive Sales call plans to acquire large prospective customers through referrals.

- Ensure coverage of customer base in accordance with the approved contact plans.

- Coordinate customer events for the cluster along with the product team